Plan5500

La Marque, TX Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, La Marque, TX has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $12,041,837 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in La Marque

  • 3 loaded plans hold $12M in reported assets across 3 sponsors.
  • The largest, Affolter Contracting Company, Inc. Retirement Plan, holds 96% of reported La Marque plan assets.
  • Plans cover 78 participants — about 26 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12MSummed across loaded plans$12,041,837
Total reported assets$12M$12,041,837
Total reported participants78
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12M total assets
Net assets$12MLiabilities$0
Contributions & income
Employer contributions$279.2K
Participant contributions$340K
Total income / additions$2.5M
Expenses & distributions
Benefits paid / distributions$202.7K
Total expenses$203.9K
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for La Marque, TX plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

La Marque market comparison

Largest plan share of assets96%Affolter Contracting Company, Inc. Retirement Plan
Participants per plan26Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in La Marque

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Affolter Contracting Company, Inc. Retirement Plan$11.6M
    Affolter Contracting Company, Inc. · 2023
  2. 2
    Caribbean Paradise, Inc. 401(K) Profit Sharing Plan$255.4K
    Caribbean Paradise, Inc. · 2023
  3. 3
    Bjeck Holdings, Inc. 401(K) Profit Sharing Plan$214.9K
    Bjeck Holdings, Inc. · 2023

Largest plans in La Marque → · La Marque plans by participants → · La Marque plans with financial data → · La Marque plans with provider compensation → · $1B+ plans in La Marque →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for La Marque, TX?
3 plan(s) reported by 3 sponsor(s) are loaded for La Marque, TX.

Related Form 5500 pages